Reference Number: MHH7630
Location: Bethesda, Maryland
Judson Group has partnered with a leading financial advisory firm in Bethesda to add an Operations Associate – Wealth Management to their team. This will be a unique opportunity to work in a collaborative environment to support client account management, trading, compliance, and overall operations and efficiency within the firm.
Responsibilities:
- Use the portfolio management software to create accounts on the firm’s system
- Maintain the client section of the firm’s website to ensure accurate data reporting
- Perform routine data quality assurance procedures across various resources including CRM, portfolio accounting and reporting systems
- Aid in the creation, maintenance, and monitoring of operational workflows
- Prepare performance reports for use in client meetings
- Coordinate with clients, custodians, and internal staff regarding client service matters, such as processing new account applications and account transfers, cash deposits and withdrawals, as well as other account issues
- Play a vital role in the firm’s reporting needs
- Prepare, review, and distribute quarterly statements and billing invoices
- Ability to improve operational efficiencies and best practices
Requirements:
- Bachelor’s Degree required
- 1+ years previous financial services/wealth management experience
- Experience working with Fidelity, Schwab, or TD Ameritrade preferred
- Strong organizational skills and attention to detail
- Strong communication, interpersonal, and problem-solving skills
- Strong proficiency in all Microsoft Office programs, especially Excel
Compensation: Competitive base salary and benefits
Location: Bethesda, Maryland
Reference Number: MHH7630
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